Sitrin Capital Management LLC Buys Walmart Inc, Caterpillar Inc, Adobe Systems Inc, Sells Facebook Inc, Pfizer Inc, American Tower Corp

• New Purchases: WMT, CAT, ADBE, NUE, TWX,
• Added Positions: SPY,
• Reduced Positions: HD, BA, CME, AAPL, AMZN, MSFT, NFLX,
• Sold Out: FB, PFE, AMT, CERN,

For the details of Sitrin Capital Management LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Sitrin+Capital+Management+LLC

1. SPDR S&P 500 (SPY) - 25,499 shares, 4.33% of the total portfolio. Shares added by 1.81%
2. Salesforce.com Inc (CRM) - 56,124 shares, 4.21% of the total portfolio. Shares added by 0.19%
3. Johnson & Johnson (JNJ) - 48,093 shares, 3.97% of the total portfolio. Shares added by 0.30%
4. Netflix Inc (NFLX) - 20,178 shares, 3.84% of the total portfolio. Shares reduced by 24.67%
5. Palo Alto Networks Inc (PANW) - 32,219 shares, 3.77% of the total portfolio. Shares added by 0.28%

Sitrin Capital Management LLC initiated holding in Walmart Inc. The purchase prices were between $85.42 and $109.55, with an estimated average price of $96.5. The stock is now traded at around $88.06. The impact to a portfolio due to this purchase was 3.65%. The holding were 63,598 shares as of 2018-03-31.

Sitrin Capital Management LLC initiated holding in Caterpillar Inc. The purchase prices were between $144.29 and $170.89, with an estimated average price of $158.07. The stock is now traded at around $154.22. The impact to a portfolio due to this purchase was 3.16%. The holding were 33,227 shares as of 2018-03-31.

Sitrin Capital Management LLC initiated holding in Adobe Systems Inc. The purchase prices were between $177.7 and $229.75, with an estimated average price of $203.33. The stock is now traded at around $230.74. The impact to a portfolio due to this purchase was 3.08%. The holding were 22,094 shares as of 2018-03-31.

Sitrin Capital Management LLC initiated holding in Nucor Corp. The purchase prices were between $59.32 and $70.18, with an estimated average price of $66.23. The stock is now traded at around $63.49. The impact to a portfolio due to this purchase was 3.05%. The holding were 77,342 shares as of 2018-03-31.

Sitrin Capital Management LLC initiated holding in Time Warner Inc. The purchase prices were between $91.5 and $97, with an estimated average price of $94.24. The stock is now traded at around $97.46. The impact to a portfolio due to this purchase was 0.13%. The holding were 2,130 shares as of 2018-03-31.

Sitrin Capital Management LLC sold out a holding in Facebook Inc. The sale prices were between $152.22 and $193.09, with an estimated average price of $179.55.

Sitrin Capital Management LLC sold out a holding in Pfizer Inc. The sale prices were between $33.63 and $39.02, with an estimated average price of $36.23.

Sitrin Capital Management LLC sold out a holding in American Tower Corp. The sale prices were between $133 and $147.7, with an estimated average price of $140.88.

Sitrin Capital Management LLC sold out a holding in Cerner Corp. The sale prices were between $56.51 and $72.9, with an estimated average price of $64.97.